Surevest’s CBRE Group CBRE Stock Holding History

Surevest’s Portfolio CBRE Stock Details CBRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	432
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	462
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	390
2021 Q4	$2K	Buy	+18	New	+$1.84K	﹤0.01%	395

Other funds holding CBRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Surevest's CBRE Position: Q3 2022 in Review

Surevest held its CBRE Group (CBRE) position steady in Q3 2022 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Surevest first reported a position in CBRE in Q4 2021 and has held it in 4 quarters since. The position peaked at $2K in Q1 2022. 699 funds tracked by Wall St. Rank hold CBRE as of Q3 2022.

Surevest held 18 shares of CBRE Group worth $1K as of Q3 2022.
Surevest left its CBRE Group share count unchanged in Q3 2022.
CBRE Group made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #432 holding.
Surevest first reported a position in CBRE Group in Q4 2021 and has held it in 4 quarters since.
Surevest's CBRE Group position peaked at $2K in Q1 2022.
699 funds tracked by Wall St. Rank held CBRE Group as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.